Timeless Gems

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart showing the level of return and length of time required to achieve a 100 bagger ($10,000 –> $1,000,000). This chart […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gems are these podcast interview excerpts with Nick Howley, CEO of TransDigm (a niche aircraft component manufacturer). I know what you’re thinking…. another Transdigm […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart which ranks 5 types of moats by their performance (based on a study of 1500+ businesses). Which of these moats […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this article snippet on how Canadian billionaire Jim Pattison has had the same Administrative Assistant for 60+ years. Long-term business relationships like […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart illustrating key figures for See’s Candies in the 12 years following the company being acquired by Berkshire Hathaway. Warren Buffett […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this excerpt from the book Junk To Gold where the founder of Copart (Willis Johnson) is explaining his auto salvage & auction […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this Globe article on medical practice roll-ups happening in Canada right now. It’s a great summary of the various players involved, and what they’ve […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this image that depicts a distributor’s value add. My eCommerce business works with several different distributors. When I first came across distributors, […]

NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart detailing how capital was allocated for Berkshire Hathaway from 1964 to 1969 (from the book Capital Allocation by Jacob McDonough). […]